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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,536 | $104,098+63.8% | $140,514+21.4% | $94,015+81.4% |
| Participation rate | 97.4% | 73.7%+23.7pp | 77.8%+19.6pp | 70.8%+26.6pp |
| Annual return | 18.55% | 15.14%+3.4pp | 14.36%+4.2pp | 17.84%+0.7pp |
| Employer contribution / active EE | $3,490 | $2,388+46.1% | $3,378+3.3% | $2,790+25.1% |
| Participant deferral / active EE | $6,875 | $4,033+70.5% | $4,919+39.8% | $4,249+61.8% |
| Admin fee / account holder | $18,688 | $10,439+79.0% | $13,697+36.4% | $8,951+108.8% |